Insights and Analysis

The Chinese economy will likely conclude the year with 6.8% real GDP growth – despite higher interest rates. Inflation is largely contained even though a tremendous amount of liquidity is locked up b...

We expect headline GDP growth for Singapore to hover around 3% in the next two years, thanks to a broad-based recovery; the Straits Times Index could rise to 3,688 by end-2018, representing 10% total...

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

The US equity market ended on a high note last week on improved prospects for tax reform and better-than-expected jobs report, but net inflows into US-listed ETFs dipped. For more, check out our Week...

Fitch Ratings upgraded the Philippines’ sovereign credit rating to ‘BBB’, with a stable outlook, on Monday. We concur with Fitch’s assessment that the economy has put up “strong and consistent macroe...

In lowering its forecasts for inflation and raising its outlook for US GDP growth, the Federal Reserve is flagging that it expects an extended ‘Goldilocks’ period, which should be well taken by Asian...

The US has made an impressively smooth recovery from the depths of the 2008/09 crisis, thanks to the Federal Reserve’s steady hand. We don’t expect the Fed to change its tone or direction appreciably...

Featured Publications

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...